Opinions
Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
Air Products & Chemicals Inc.
APD-N
BUY
Jun 13, 2025
Stock price when the opinion was issued
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(A Top Pick Dec 5/13. Up 41.5%.) Continues to increase its dividend year after year. It has had 4 consecutive quarters of no dividend increases, so probably in the next quarter it increases. Some of the gain since 2012 was a catch-up because they had a fouled-up acquisition with (?). Likes this longer-term. Dividend yield of 2%.
Premium contentAir products touches the lives of consumers around the globe in positive ways every day. with more than 20,000 employees and operations in over 50 countries, we serve customers across a wide range of industries from food and beverage, health and personal care to energy, transportation and semiconductors. we supply a unique portfolio of atmospheric gases, process and specialty gases, performance materials, equipment and services. founded in 1940, air products has built a reputation for its innovative culture, operational excellence and commitment to safety and the environment. our aim is to develop lasting relationships with our customers and communities based on human qualities: understanding their needs, doing business with integrity and honesty, and demonstrating a passion for exceeding expectations. for more information, visit http://www.airproducts.com. Social media mentions are up 300% in the past 24h.
They got rid of businesses outside the US that were not producing cash. They have long-term contracts, which ensures future revenues and serves as an inflation hedge. They deserve a valuation premium. And you get paid 2.5% in dividends to wait.